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Training: Master Planview - Project Portfolio Management in Enterprise

Course created on July 27, 2026Updated on October 5, 2026

On quote

3 days
Onsite
8 people max.

Request a quote See the program

Ref: FLI112

8 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

3 days

Onsite

Don't let this gap widen

Why this program matters

Without mastery of Planview, project portfolio management descends into chaos, with erratic prioritization and misallocated resources.
A company loses an average of 1,2 million € per year in derailed projects and cumulative delays, according to PMI studies.
75% of critical PMO incidents stem from inadequate tool usage, exposing the company to market share losses and the manager's career to major stagnation risk.
Each quarter without optimization increases these losses by 30%, irreversibly compromising business competitiveness.

Trusted by — schools, companies and industrial groups

25,714 programs · 25 countries

Every program built with a dedicated engineer

Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft and Microsoft.

Learning objectives

Understand the key concepts of project portfolio management with Planview
Know how to configure a Planview environment tailored to the company's needs
Pilot projects, resources, and budgets through Planview's advanced features
Analyze and communicate effectively on progress using reports and dashboards
Master the methodologies for integrating Planview with other company tools

Program

Module 1Introduction and Getting Started with Planview

Presentation of the Planview platform, terminology and concepts, navigation in the interface, management of profiles and access rights. First project: guided hands-on practice on creating an example portfolio. Discussions on portfolio management challenges and analysis of participants' specific needs.

Module 2Operational Management of Projects, Resources, and Budgets

Creation, planning, and prioritization of projects in Planview, optimized resource allocation, budget and multi-project planning management. Automation of deadline/cost alerts. Exercises on modifying portfolio structures. Use of timesheets and team availability tracking.

Module 3Customization, Analysis, and Advanced Integrations

Creation of custom dashboards, configuration of advanced reports and key performance indicators (KPIs). Enterprise connectivity: integration of Planview with other ecosystems via API (with concrete examples). Best practices for deployment and adoption of Planview. Final workshop: technical case study, experience feedback, support for action plan deployment.

Evaluation method

Practical case at the end of each module
Quiz to validate learning at the end of the training
Delivery of a certificate of attendance

Learning method

Alternation of theoretical input, demonstrations, and hands-on situations
Numerous practical workshops on the Planview tool
Complete course materials provided to each participant
Access to additional resources (webinars, video tutorials)

Methods, materials and delivery

The Training: Master Planview - Project Portfolio Management in Enterprise program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training: Master Planview - Project Portfolio Management in Enterprise program, the following equipment is required:

Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
Training environments installed on workstations or accessible online
Course materials, hands-on exercises and complementary resources
Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training: Master Planview - Project Portfolio Management in Enterprise program is performed through:

During training: case studies, hands-on labs and professional scenarios
End of training: self-assessment questionnaire and skills evaluation by the trainer
After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

Triple validation: technical, pedagogical, sectoral.
Minimum rating 4.8/5 over the last 12 sessions.

Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

Live briefing on goals and team context.
Veto right — we swap the trainer for free if needed.

Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

Hands-on cases drawn from your stack and projects.
Program co-written then validated by your team.

Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

NPS, knowledge quizzes and skills self-assessment.
Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

A child walking to school with a backpack

Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

Backpack, notebooks and essential supplies
Distributed through our partner charities
Included, at no extra cost to you

Enroll and offer a kit

FAQ

Frequently asked questions

What can participants do after Training: Master Planview training?+

They can understand the key concepts of project portfolio management with Planview, know how to configure a Planview environment tailored to the company's needs and pilot projects, resources, and budgets through Planview's advanced features. Those are the stated objectives of the Training: Master Planview program at Intermediate level, checked by the end-of-session assessment.

What does the Training: Master Planview program cover, day by day?+

Day 1: Introduction and Getting Started with Planview. Day 2: Operational Management of Projects, Resources, and Budgets. Day 3: Customization, Analysis, and Advanced Integrations. The Training: Master Planview program runs over 3 days, delivered on site.

How is Training: Master Planview training assessed?+

Assessment relies on practical case at the end of each module, quiz to validate learning at the end of the training and delivery of a certificate of attendance. Learni issues a completion certificate together with the individual assessment report at the end of the Training: Master Planview program, which an L&D team can file as evidence.

How much does Training: Master Planview training cost per participant?+

Training: Master Planview training is priced on quote. The amount depends on headcount, format and how far the syllabus is tailored to your team. A detailed quote is sent within one business day, and team pricing covers the whole group from the second participant.

How long does Training: Master Planview training take?+

3 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.

Who pays for Training: Master Planview training?+

Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.

What do participants need to know before Training: Master Planview training?+

Knowledge of project management fundamentals; computer literacy.

Is a certificate issued after Training: Master Planview training?+

Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.

Does Learni provide the equipment for Training: Master Planview training?+

No. A computer and a stable internet connection are required for each participant. Learni provides the learning platform, the trainer and all course materials.

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